MYIA
ECHO

Mount Yale Investment Advisors’s EchoStar ECHO Stock Holding History

Mount Yale Investment Advisors’s Portfolio ECHO Stock Details ECHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-935
Closed -$40K – 1003
2018
Q1 		$40K Buy
+935
New +$44.5K 0.01% 663

Other funds holding ECHO

PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mount Yale Investment Advisors's ECHO Position: Q2 2018 in Review

Mount Yale Investment Advisors sold out of EchoStar (ECHO) in Q2 2018, closing a stake of 935 shares — an estimated $40K sold.

Mount Yale Investment Advisors first reported a position in ECHO in Q1 2018 and held it in 1 quarter. The position peaked at $40K in Q1 2018. 212 funds tracked by Wall St. Rank hold ECHO as of Q2 2018.

  • Mount Yale Investment Advisors reported no remaining EchoStar position as of Q2 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 935 EchoStar shares in Q2 2018, an estimated $40K.
  • Mount Yale Investment Advisors first reported a position in EchoStar in Q1 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's EchoStar position peaked at $40K in Q1 2018.
  • 212 funds tracked by Wall St. Rank held EchoStar as of Q2 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2018, filed 22 Aug 2018.